This seemed to sum up the month rather well...
July high- (and low-) lights
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China CHINEXT down for 4th straight month to lowest since Jan 2015
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Shanghai Composite best month since Jan 2018
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DAX best month since Sept 2017
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Trannies best month since Nov 2016 (US election)
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Dow, S&P's best month since January 2018
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Small Caps up for 5th month in a row
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Nasdaq up for 4th month in a row
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FANG Stocks worst month since Nov 2016 (US election)
TWTR worst month...ever
FB worst month since Aug 2012
NFLX worst month since Jan 2016
TSLA worst month since March
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UST Yield Curve flattened for 5th straight month to Aug 2007 flats
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The Dollar Index fell on the month - first drop in 4 months
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Offshore Yuan dumped for 4th straight month to 13-month lows
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Emerging Market FX had first monthly gain since Jan 2018
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Bitcoin's best month since April
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Gold fell for the 4th month in a row (lowest monthly close since Jan 2017)
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Copper's worst month since Dec 2016
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WTI Crude's worst month since July 2016
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China stocks were mixed for the month with CHINEXT (China 'Nasdaq') worst...
All major European indices green for July...
All major US equity indices ended July in the green...
On the day we saw stocks soar early on after headlines noted the potential for improved trade talks with China but late on those hopes were dashed as officials saw no progress and stocks dipped for a millisecond...
FAANG stocks were mixed on the month with FB and NFLX crashing...
Semiconductor stocks continue to be a bright spot in an earnings season that has taken its toll on technology investors.
KLA-Tencor Corp. led the group higher Tuesday, climbing as much as 15 percent for the biggest gain in almost three years, after its fourth-quarter results topped the highest expectations. The report echoed a theme of strong demand just days after heavyweights like Advanced Micro Devices Inc. and Xilinx Inc. crushed expectations.
The strength in chip stocks has been magnified as tech investors slammed the sell button for tech darlings in the FANG bloc. The megacap group has stumbled through a rocky earnings season that pushed...